Trustee Services Explained

Trustee services are important to making sure your trust is administered correctly. It can be difficult to give up the control of your trust money to an outside company.  The extra trustee fees gives people doubt. Often, individuals will hire friends or family members to serve as trustee for their trust. Sometimes this is a great idea, but sometimes it is not. (more…)

Are Millennials the best and toughest clients?

Millennials will challenge you.  This is a good thing.  If you don’t adapt to different generations, wants and needs, you have a fuzzy problem.  Traditional companies have a hard time marketing to Millennials and Gen Zers.  In our opinion, we believe corporate America generally misses the mark on how to market and to service these two generations.   We admit our corporate trustee services are boring, though important.  Despite this, we are enjoying the process of adapting to the most engaging way to service these younger generations.

Some find it challenging to adapt.  Frankly, that is the fun part of the business.

(more…)

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